CS-214 Position Description Form



|CS-214 | | 1. Position Code |

|REV 8/2007 | | |

| |State of Michigan | |

| |Civil Service Commission | |

| |Capitol Commons Center, P.O. Box 30002 | |

| |Lansing, MI 48909 | |

|Federal privacy laws and/or state confidentiality |POSITION DESCRIPTION | |

|requirements protect a portion of this information. | | |

|This form is to be completed by the person that occupies the position being described and reviewed by the supervisor and appointing authority to ensure its |

|accuracy. It is important that each of the parties sign and date the form. If the position is vacant, the supervisor and appointing authority should complete|

|the form. |

|This form will serve as the official classification document of record for this position. Please take the time to complete this form as accurately as you can |

|since the information in this form is used to determine the proper classification of the position. THE SUPERVISOR AND/OR APPOINTING AUTHORITY SHOULD COMPLETE |

|THIS PAGE. |

| 2. Employee’s Name (Last, First, M.I.) | 8. Department/Agency |

|VACANT |Talent Economic Development/Talent Investment Agency |

| 3. Employee Identification Number | 9. Bureau (Institution, Board, or Commission) |

| |Workforce Development |

| 4. Civil Service Classification of Position | 10. Division |

|Financial Analyst 9-12 | |

| 5. Working Title of Position (What the agency titles the position) | 11. Section |

|Financial Analyst |Compliance |

| 6. Name and Classification of Direct Supervisor | 12. Unit |

|Gary Wilson, State Administrative Manager 15 | |

| 7. Name and Classification of Next Higher Level Supervisor | 13. Work Location (City and Address)/Hours of Work |

|Daphne M. Johnson, State Bureau Administrator 18 |201 N. Washington Square, Lansing, MI 48913 |

| |Monday through Friday 8 a.m. to 5 p.m. |

| 14. General Summary of Function/Purpose of Position |

|The position will be solely responsible, within a specific geographic area, for conducting annual on-site compliance reviews of state and Federally-funded |

|employment and training programs administered by the Department. Funding is granted to 16 local Workforce Development Boards (WDBs) who contract locally |

|through the Michigan Works! System to provide the employment and training programs in their local area. The programs are primarily Federally-funded by the US |

|Department of Labor, US Department of Health and Human Services, and the US Department of Agriculture. The programs provide employment and training assistance|

|to adults, youth, and dislocated workers who are eligible through the Workforce Innovation and Opportunity Act, Trade Act, or Wagner-Peyser Act, and welfare |

|recipients who are eligible through the Partnership. Accountability. Training. Hope. Program or the Food Assistance Program. The position will work |

|collectively with TIA staff responsible for programmatic functions in order to increase customer service and encourage continued participation by employers and|

|job seekers. As the pass-through agency for these funds the Department is required to monitor the grant recipients and their service providers for compliance |

|with the fiscal and administrative requirements set forth by the Federal Office of Management and Budget circulars, as well as, other Federal and state laws |

|and regulations, including compliance with the Single Audit Act. The position will be the primary point of contact for the local grant recipients and their |

|service providers, including the provision of technical assistance. |

|For Civil Service Use Only |

| 15. Please describe your assigned duties, percent of time spent performing each duty, and explain what is done to complete each duty. |

|List your duties in the order of importance, from most important to least important. The total percentage of all duties performed must equal 100 percent. |

|Duty 1 |

|General Summary of Duty 1 % of Time 65 |

|Conducts annual on-site compliance reviews of state and Federally-funded employment and training programs for a specific geographic area, including compliance |

|with the Single Audit Act. Each area has its own unique fiscal/administrative procedures and systems; the position must exercise considerable independent |

|judgment in selecting a proper course of action. Collect data, evaluate documents, and apply information gathered through interviews to determine eligibility |

|and/or compatibility with program requirements. Determine acceptability of fiscal/administrative documents, procedures, or applications, and decide what |

|actions to take. Extensive multi-agency contact necessitates the use of organizational skills to independently determine action needed to accomplish the tasks|

|within the limited time frame. Diplomacy and tact are needed to maintain favorable public relations with local officials. |

|Individual tasks related to the duty. |

|Analyze, research, and interpret Federal and state rules and regulations. |

|Maintain a thorough knowledge and understanding of the governing Federal and state rules and regulations. |

|Develop a comprehensive understanding of the financial and administrative structures of the entities monitored. |

|Assist entities in accessing compliance information and requirements from Federal and state resources. |

|Provide technical assistance to grant recipients and their service providers. |

|Duty 2 |

|General Summary of Duty 2 % of Time 25 |

|Analyzes and synthesizes monitoring results and consolidate data for (1) preparation of a formal report of findings which includes corrective action and |

|recommendations for improvements of local level management controls, systems, and procedures to resolve a variety of issues; and (2) identification of issues |

|and assistance in development of recommendations for departmental policies and procedures. |

|Individual tasks related to the duty. |

|Report writing, computer use, and consulting with other section staff. |

|Duty 3 |

|General Summary of Duty 3 % of Time 5 |

|Conduct follow-up monitoring of corrective action efforts and documentation as the result of deficiencies identified in monitoring, Single Audits, and Federal |

|monitoring. Determine acceptability of corrective actions and prepare official reports of follow-up results. |

|Individual tasks related to the duty. |

|Reviewing, interpreting regulations, phone conversation, report writing, computer use, travel to agencies, interviewing, evaluating responses, documenting |

|results, recommending corrective action. |

|Duty 4 |

|General Summary of Duty 4 % of Time 5 |

|Designs monitoring instruments for on-going evaluation of programs and special studies as needed. Determine appropriate methods for review and evaluation. In|

|the absence of specific guidelines, research topics relative to applicable state and Federal laws and regulations, and policies of other bureaus, departments, |

|and agencies that impact on program compliance. Consult with and coordinate information from Federal, state, and local officials in this regard. |

|Individual tasks related to the duty. |

|Research, use of computer, writing. |

| 16. Describe the types of decisions you make independently in your position and tell who and/or what is affected by those decisions. Use additional sheets, |

|if necessary. |

|The Department requires grantees and contractors to establish and maintain financial and administrative systems for grant operations. There are broad |

|standards and guidelines established for the development of these systems. However, specifics are left up to local discretion. Therefore, there are |

|frequently a myriad of different systems in operation. The position must review complex and varied systems in the absence of specific procedures and determine|

|whether these systems meet Federal and state standards. Decisions are based on interpretations of Federal and state regulations. |

| 17. Describe the types of decisions that require your supervisor’s review. |

|Decisions regarding the disallowance of Federal or state funds. |

| 18. What kind of physical effort do you use in your position? What environmental conditions are you physically exposed to in your position? Indicate the |

|amount of time and intensity of each activity and condition. Refer to instructions on page 2. |

|Frequent travel within the state is required. Overnight travel and travel during winter months is required. Travel may include time outside of the normal |

|business hours of 8 a.m. – 5 p.m. The majority of the work is performed in an office setting. The office setting mainly consists of sitting and typing for |

|long periods of time in normal physical conditions. Occasionally both the official work location and field work locations may include physical activity, such |

|as, standing, stooping, crouching, reaching, lifting boxes/reference materials/equipment, carrying boxes/reference materials/equipment, walking, and bending, |

|as well as, physical conditions that may include cold, heat, noise, dust, odors, etc. |

| 19. List the names and classification titles of classified employees whom you immediately supervise or oversee on a full-time, on-going basis. (If more than |

|10, list only classification titles and the number of employees in each classification.) |

|NAME |CLASS TITLE |NAME |CLASS TITLE |

| | | | |

| | | | |

| | | | |

| | | | |

| | | | |

| 20. My responsibility for the above-listed employees includes the following (check as many as apply): |

|Complete and sign service ratings. Assign work. |

|Provide formal written counseling. Approve work. |

|Approve leave requests. Review work. |

|Approve time and attendance. Provide guidance on work methods. |

|Orally reprimand. Train employees in the work. |

| 21. I certify that the above answers are my own and are accurate and complete. |

| |

|Signature Date |

NOTE: Make a copy of this form for your records.

|TO BE COMPLETED BY DIRECT SUPERVISOR |

|22. Do you agree with the responses from the employee for Items 1 through 20? If not, which items do you disagree with and why? |

|Yes. |

| 23. What are the essential duties of this position? |

|The position will be solely responsible, within a specific geographic area, for conducting annual on-site compliance reviews of state and Federally-funded |

|employment and training programs, including compliance with the Single Audit Act. |

| 24. Indicate specifically how the position’s duties and responsibilities have changed since the position was last reviewed. |

|Special investigation duties have been removed. |

| 25. What is the function of the work area and how does this position fit into that function? |

|The work area is responsible for the compliance monitoring of the fiscal and administrative requirements of the Federal and state-funded employment and |

|training programs, including compliance with the Single Audit Act. The position will conduct the on-site compliance monitoring and be the primary point of |

|contact for the local grant recipients and their service providers, including the provision of technical assistance. |

| 26. In your opinion, what are the minimum education and experience qualifications needed to perform the essential functions of this position. |

|EDUCATION: |

|Possession of a bachelor’s degree in business administration, economics, finance, accounting, or related field. |

|EXPERIENCE: |

|Financial Analyst 9: No specific type or amount is required. |

|Financial Analyst 10: One year of professional experience providing a systematic review, analysis, interpretation, and/or |

|evaluation of budgets, mortgages, loans, or other financial data, equivalent to a Financial Analyst 9. |

|Financial Analyst P11: Two years of professional experience providing a systematic review, analysis, interpretation, and/or evaluation of budgets, mortgages, |

|loans, or other financial data, equivalent to a Financial Analyst 10 |

|KNOWLEDGE, SKILLS, AND ABILITIES: |

|Knowledge of Federal laws, regulations, administrative policies and procedures. |

|Knowledge of financial data sources including periodicals, manuals, and reports. |

|Knowledge of fiscal and program planning and budgeting. |

|Knowledge of the principles and practices of financial analysis. |

|Excellent verbal and written communications skills. |

|Demonstrated skill with resolving financial, administrative, and operational problems of local service areas. |

|Demonstrated skills in dealing with a variety of groups using tact and diplomacy. |

|Ability to analyze, synthesize, and evaluate a variety of financial data. |

|Ability to quickly assimilate a variety of oral and written data to analyze facts and draw logical conclusions. |

|Ability to collect and interpret information, apply criteria, and make recommendations. |

|Ability to work independently with minimum direction in complex assignments |

|CERTIFICATES, LICENSES, REGISTRATIONS: |

|Valid Driver’s License |

|NOTE: Civil Service approval of this position does not constitute agreement with or acceptance of the desirable qualifications for this position. |

| 27. I certify that the information presented in this position description provides a complete and accurate depiction of the duties and responsibilities |

|assigned to this position. |

| |

|Supervisor’s Signature Date |

|TO BE FILLED OUT BY APPOINTING AUTHORITY |

| 28. Indicate any exceptions or additions to the statements of the employee(s) or supervisor. |

| 29. I certify that the entries on these pages are accurate and complete. |

| |

|Appointing Authority’s Signature Date |

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